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  •  Daily Emerging Markets Debt Insights

    VanEck Blog | Emerging Markets Debt Daily

    by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    Turkey’s central bank is under pressure to reassert its credibility after another sizable inflation surprise. Poland thinks the constitutional debt limit is no longer needed – will the market agree?

    Emerging Markets Debt Daily

    March 02, 2021

    China Steps Up Anti-Bubble Rhetoric

    by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    China’s banking regulator warns about domestic and global asset bubbles. Brazil’s fiscal concerns push the market to price in earlier and more aggressive rate hikes. 

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    Emerging Markets Debt Daily

    March 01, 2021

    China Activity Gauges – Down But Not Out

    by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    China’s activity gauges slowed further in February, but this weakness is likely to be temporary. Activity gauges across EM showed a lot of divergence.

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    Emerging Markets Debt Daily

    February 26, 2021

    Lesson From Selloff – EM Is Not A Monolith

    by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    Yesterday’s EM rates and currency selloff was not completely indiscriminate – South Africa was hit much harder than “safer” credits such as China.

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    Emerging Markets Debt Daily

    February 25, 2021

    Brazil’s Splitting Headache

    by Natalia Gurushina, Chief Economist, Emerging Markets Fixed Income Strategy

    Brazil’s key near-term risk is that the emergency aid bill will be approved without compensatory measures. Mexico’s electricity bill raises further concerns about reforms’ rollback.

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